Ryan (ryan@themedialab.agency)
2025-08-15 12:32:05

Here you go @Carter Matzinger

Revenue Adjustments, Media Buyer Dashboard and Financials Validation Ryan Vaspra outlined the structure of media buyer dashboards, emphasizing the importance of accurate financial tracking for revenue and expenses. He noted a recent mistake regarding the classification of a PFAS water contaminant case and the need for better communication among team members. Additionally, he addressed the challenges of managing call center costs and the impact on profitability, particularly in relation to Cameron's revenue adjustments.. The development and implementation of the new BI system and its components. Ryan Vaspra outlined the intricacies involved in managing a financial dashboard system, noting that a single table is crucial for 68 out of 73 dashboards. He expressed concerns about the difficulty of recalculating historical data and the importance of maintaining accurate records as they transition to a new business intelligence system.

Nick McFadden For the next 90 days as solo office, external contractor, or whatever suits the companies, Nick McFadden will be dedicated exclusively to business intelligence (BI) and financial data projects. Nick’s focus will be on building and finalizing the core financial tables, revenue adjustment models, media buyer dashboards, and historical financial roll-ups that are foundational to our new BI system. He will not be involved in management or cross-team communications; instead, Nick will work in a focused, isolated environment to maximize progress and minimize distractions. If you need Nick’s expertise, please route requests through the BI or analytics leadership. His priorities are: • Completing the shield legal base financials table and related data mapping • Supporting revenue adjustment and media buyer models • Ensuring new data is reconciled, and updating historical tables that power dashboards in Looker Enterprise and ready for the new BI rollout Senior BI Engineer replacement Within the next 30 to 45 days, find a GCP, SQL, Looker Enterprise, BigQuery, some python, BI employee to join, mirror the Shield Financials development, take ownership of the code and be responsible along with Zek, Ryan (myself) to understand how these work and operate in automation. Accomplishing project completion, shared knowledge-base, and no disruption to timelines and priority.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-15 14:17:31

Thank you for sending this over...I appreciate it.

Ryan (ryan@themedialab.agency)
2025-08-15 15:34:05

You bet. Appreciate the alignment. Just trying to out company goals first always.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-28 11:57:33

https://shieldlegal.cloud.looker.com/dashboards/131?Five9+Campaign=&Five9+Agent+Name=&Call+Type=-Inbound&Call+Timestamp+%28Start+of+Call%29=this+day&Call+Talk+Time=%3D0%2Cnull&Lawruler+Lead+ID=&Five9+Disposition=&Lawruler+Case+Type+Name=&Lawruler+Lead+Create+Date=&Current+Status+of+Lawruler+Lead=|Click Here> <-- Click that. Slack doesn't play nice with the long Urls